Automate dashboard?

Samaya Nuqayti

Dear SmartSheet Community,

I hope this message finds you well. I'm reaching out to inquire about SmartSheet's capabilities for automating the creation of weekly and monthly reports. Our objective is to streamline our workflow by eliminating the need for manual report generation.

We are particularly interested in:

1. Automatically generating reports on a weekly and monthly basis, ideally removing completed items from subsequent reports.
2. Reflecting these updates in our weekly/monthly dashboards.

Additionally, we aim to track our team's progress more effectively. Could you advise on the best practices or features within SmartSheet that would facilitate these needs?

Thank you for your assistance.

Best regards,

Andrée Starå

Hi @Samaya Nuqayti

I hope you're well and safe!

Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Have a fantastic week & Happy Holidays!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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